Marshall Financial Group (Maryland)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
6,611
-202
| -3% | -$22.4K | 0.14% | 160 |
|
|
2025
Q1 | $810K | Buy |
6,813
+147
| +2% | +$17.5K | 0.18% | 137 |
|
|
2024
Q4 | $717K | Sell |
6,666
-807
| -11% | -$86.8K | 0.17% | 138 |
|
|
2024
Q3 | $876K | Buy |
7,473
+4,527
| +154% | +$531K | 0.21% | 132 |
|
|
2024
Q2 | $339K | Buy |
2,946
+60
| +2% | +$6.91K | 0.09% | 144 |
|
|
2024
Q1 | $335K | Buy |
2,886
+39
| +1% | +$4.53K | 0.1% | 142 |
|
|
2023
Q4 | $285K | Sell |
2,847
-96
| -3% | -$9.6K | 0.09% | 151 |
|
|
2023
Q3 | $346K | Sell |
2,943
-263
| -8% | -$30.9K | 0.12% | 140 |
|
|
2023
Q2 | $344K | Sell |
3,206
-92
| -3% | -$9.87K | 0.12% | 138 |
|
|
2023
Q1 | $362K | Sell |
3,298
-13
| -0.4% | -$1.43K | 0.13% | 142 |
|
|
2022
Q4 | $365K | Buy |
3,311
+200
| +6% | +$22.1K | 0.14% | 134 |
|
|
2022
Q3 | $272K | Sell |
3,111
-22
| -0.7% | -$1.92K | 0.11% | 152 |
|
|
2022
Q2 | $268K | Buy |
3,133
+179
| +6% | +$15.3K | 0.11% | 160 |
|
|
2022
Q1 | $244K | Buy |
+2,954
| New | +$244K | 0.1% | 188 |
|